Original filing (PDF)20250307154139NAL0007302083001

LSP HOLDCO LLC

Name: LSP HOLDCO LLC — LEGACY SERVICE PARTNERS, LLC 401(K) PLAN, Form 5500 (2023)
Creator: LSP HOLDCO LLC

Form 5500

FILING_RECEIVED

LEGACY SERVICE PARTNERS, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.7 mo

Active participants

1,036

Accounts w/ balance

1,411

Plan assets (EOY)

$16.6M

Net assets (EOY)

$16.6M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LSP HOLDCO LLC.

Plan sponsor

Name

LSP HOLDCO LLC

EIN

86-3938599

Address

2701 N. ROCKY POINT DRIVE SUITE 655 · TAMPA, FL · 33607

Phone

(319) 213-0990

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-03-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$14K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	—	DALLAS, TX	INVESTMENT ADVISOR	$22K	—

Other

Name	EIN	Location

Investments

1 pooled fund· $17K(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS · EIN 22-2712853 / PN 001	Common Collective Trust	$17K	0.1%

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